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Travelers Companies
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Overview Fund Activity

950 hedge funds and large institutions have $26.9B invested in Travelers Companies in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 305 increasing their positions, 403 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
–
Holders Change %
0%
% of All Funds
25.35%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.77%
New
71
Increased
305
Reduced
403
Closed
60
Calls
$90.4M
Puts
$74.4M
Net Calls
+$16M
Net Calls Change
+$49.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$235M
2
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$129M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$94.5M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$73.6M
5
UBS AM
UBS AM
Illinois
+$64.4M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.81B
2
State Street
State Street
Massachusetts
-$82.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$76.7M
4
Bank of America
Bank of America
North Carolina
-$75.7M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
876
Plante Moran Financial Advisors
Michigan
$35K – – –
BAM
877
Bruderman Asset Management
New York
$35K – – –
KLI
878
Kelman-Lazarov Inc
Tennessee
$33K +$33K +280 New
IIC
879
Integrated Investment Consultants
Michigan
$32K +$32K +282 New
EMG
880
ETF Managers Group
New Jersey
$30K +$30K +249 New
Carson Wealth (CWM LLC)
881
Carson Wealth (CWM LLC)
Nebraska
$29K -$1.98K -17 -6%
CA
882
CapWealth Advisors
Tennessee
$29K – – –
JGIA
883
Jackson Grant Investment Advisers
Connecticut
$29K +$116 +1 +0.4%
HR
884
Howe & Rusling
New York
$29K +$2.82K +24 +11%
LWCFA
885
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
IA
886
IFP Advisors
Florida
$25K -$1.19M -8,381 -98%
BKA
887
Brick & Kyle Associates
Pennsylvania
$24K – – –
AWM
888
AllSquare Wealth Management
New York
$24K – – –
AOWM
889
Alpha Omega Wealth Management
Virginia
$23K – – –
TFO
890
Tarbox Family Office
California
$22K -$1.18K -10 -5%
ACM
891
Armbruster Capital Management
New York
$21K – – –
SBL
892
Sargent Bickham Lagudis
Colorado
$21K +$21K +182 New
BCMIO
893
Beacon Capital Management Inc (Ohio)
Ohio
$20K – – –
PFS
894
Physicians Financial Services
North Carolina
$20K – – –
RFWA
895
RPg Family Wealth Advisory
Massachusetts
$19.4K +$700 +6 +4%
SNT
896
Security National Trust
West Virginia
$19K +$4.87K +41 +34%
RCG
897
Ruggie Capital Group
Florida
$19K +$19K +156 New
KPCM
898
Kings Point Capital Management
New York
$18K – – –
DLHL
899
Donald L. Hagan LLC
Florida
$18K +$18K +150 New
HW
900
Hancock Whitney
Mississippi
$17.4K -$382 -3,269 -2%
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